Associated British Foods has upgraded its 2026 earnings outlook, expecting adjusted earnings per share to exceed previous forecasts as Primark prepares to introduce home delivery in Great Britain. The service has no announced launch date and will use a highly automated fulfilment facility in Sheffield, acquired from Debenhams for £90m. The move expands Primark's digital offering amid intensifying competition from low-cost fast-fashion brands including Shein, while ABF expects like-for-like sales to decline 2.6% in its 2026 financial year and UK sales to rise 2%.